How big is Advanced Endodontic Associates, PA's plan?

Advanced Endodontic Associates, PA's plan reported $7.3M in assets and 18 participants for 2024.

Original filing (PDF)20250514171442NAL0043448322001

Advanced Endodontic Associates, PA

Name: Advanced Endodontic Associates, PA — Advanced, Form 5500 (2024)
Creator: Advanced Endodontic Associates, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Endodontic Associates P.A. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Advanced Endodontic Associates, PA's Advanced Endodontic Associates P.A. Profit Sharing Plan and Trust held $7.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

IRA ZOHN, DMD signed Advanced Endodontic Associates, PA's 2024 Form 5500 as plan administrator.

IRA ZOHN, DMD — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advanced Endodontic Associates, PA's EIN is 20-1961551.

EIN 20-1961551

Plan number 001

Plan year 2024

ACK ID 20250514171442NAL0043448322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advanced Endodontic Associates, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advanced Endodontic Associates, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED ENDODONTIC ASSOCIATES, PA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score